OPTXSyntec Optics Holdings Inc

Physical AI systems require precision optical components — IR lenses, LiDAR windows, targeting optics — as the literal eyes of every perception stack. Syntec Optics is a NASDAQ-listed, ITAR-certified, vertically integrated U.S. domestic precision optics maker serving defense, medical, and autonomous vehicle OEMs. At a time when DoD is actively requiring domestic optical supply chains under NDAA provisions, Syntec owns a compliance-enforced moat that offshore competitors cannot easily replicate.